How to Add a New Incoming Invoice
Adding a new incoming invoice is a simple process that can be done through the Invoices section of your account. Follow the steps below to learn how to add a new incoming invoice.
Table of Contents
Access the Invoices Section
Select the 'Minus' Tab
Click the '+' Icon
Fill in the Invoice Information
Attach the Invoice File
Managing the Incoming Invoice
Step 1: Access the Invoices Section
To begin, log into your account and navigate to the Invoices section. This can usually be found in the top navigation bar of your account.
Step 2: Select the 'Minus' Tab
Once you are in the Invoices section, select the 'Minus' tab in the top bar. This will bring up a list of all incoming invoices.
Step 3: Click the '+' Icon
To add a new incoming invoice, click on the '+' icon in the top right corner of the screen. This will open a new invoice form.
Step 4: Fill in the Invoice Information
In the new invoice form, you can fill in all the necessary information related to the incoming invoice. This may include the invoice number, date, amount, and any other relevant details.
Step 5: Attach the Invoice File
If you have a digital copy of the invoice, you can easily attach it to the invoice form for your own administration. This will help keep all your records organized and easily accessible.
Congratulations, you have successfully added a new incoming invoice to your account. You can now view and manage this invoice in the 'Minus' tab of the Invoices section.